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Edit Multiple Campaign Members
Follow these steps to update the campaign member status, edit campaign member details, and remove campaign members from the Manage Members page.
Required Editions
| Available in: Salesforce Classic |
| Available in: Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To view the Existing Members tab: | Edit on campaigns AND Read on leads or contacts AND Marketing User selected in User Detail |
| To update and remove campaign members: | Edit on campaigns AND Edit on leads and contacts AND Marketing User selected in User Detail |
- On a campaign detail page or the Campaign Members related list, click Manage Members and select Add Members - Search.
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On the Existing Members subtab, optionally enter filter criteria to find existing
members and click Go!.
Note For campaigns with campaign members created from both leads and contacts, you must have “Read” permission on leads and contacts to see all members. If you only have “Read” on leads, you see only campaign members created from leads. If you only have “Read” on contacts, you only see campaign members created from contacts. - Select the checkboxes next to the records that you want to edit. To select all records on the current page, select the checkbox in the header row.
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Optionally perform these actions.
- To change the campaign member status, select a status from the Update Status dropdown list.
- To remove a member from a campaign, click Remove.
- To edit the details of a campaign member, click Edit.
- To view, edit, delete, clone, a campaign member, click the campaign member's name in the Name column.
The latest Manage Members page isn’t available in accessibility mode. In accessibility mode, you can still add contacts or leads to a campaign, update campaign members, and remove campaign members using the campaign member wizards.
To update large numbers of campaign members, you can use the Data Loader application to export and then reimport campaign member data. Before uploading a CSV file with Data Loader, be sure to sort the file by Campaign ID. If you have problems reimporting your data, try splitting up the CSV file into a few smaller files and uploading them separately.
